Kiley Juergens Wealth Management’s Essential Utilities WTRG Stock Holding History

Kiley Juergens Wealth Management’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,330	Closed	-$49K	–	664
2018 Q3	$49K	Buy	1,330 +5	+0.4%	+$185	0.04%	235
2018 Q2	$46K	Buy	+1,325	New	+$45.4K	0.04%	214
2018 Q1	–	Sell	-816	Closed	-$32K	–	615
2017 Q4	$32K	Buy	+816	New	+$29.8K	0.03%	271

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kiley Juergens Wealth Management's WTRG Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Essential Utilities (WTRG) in Q4 2018, closing a stake of 1,330 shares — an estimated $49K sold.

Kiley Juergens Wealth Management first reported a position in WTRG in Q4 2017 and held it in 3 quarters. The position peaked at $49K in Q3 2018. 520 funds tracked by Wall St. Rank hold WTRG as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Essential Utilities position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,330 Essential Utilities shares in Q4 2018, an estimated $49K.
Kiley Juergens Wealth Management first reported a position in Essential Utilities in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Essential Utilities position peaked at $49K in Q3 2018.
520 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.